Leaf360 vs Floify
Floify and Leaf360 are not the same kind of product. Floify is a point of sale: the branded portal where a borrower completes the application, uploads documents, signs authorizations and checks status. It does that job well, and its own users say it does not replace a CRM. Leaf360 is the AI Operating System for mortgage: lead capture, pipeline, referral partners, follow-up written by Lia, the wholesale marketplace, calling and compliance, everything that happens before a borrower reaches the application and after the loan closes. Many teams run both. If you are choosing between them, you are asking the wrong question; you are choosing between Leaf360 and the rest of your stack.
Choose Floify if
- You need a borrower-facing application and document portal today. That is Floify's job, not Leaf360's.
- Your LOS already includes a point of sale you are happy with, in which case you may need neither.
Choose Leaf360 if
- You want one system for pipeline, partners, follow-up, wholesale and calling instead of a stack of tools.
- You want the AI to build and run the work from plain language, not another builder to configure.
- You want to start free today, with published pricing and no implementation project.
Side by side
No feature checklist. What each one is, and how you work in it.
| Leaf360AI Operating System for mortgage | Floify | |
|---|---|---|
| Category | AI Operating System for mortgage | Mortgage point of sale and borrower portal |
| Covers | Lead to close and every year after: pipeline, partners, follow-up, wholesale, calling, compliance | Application intake, document collection, disclosures, status updates |
| Follow-up | Lia writes and runs nurture, partner outreach and post-close touches | Not the purpose of the product |
| What it replaces | The whole cobbled stack: CRM, email tool, texting tool, marketing software, and the spreadsheets between them | One tool inside that stack |
| AI model | Lia, an agentic AI that builds workflows from plain language and works inside Leaf360, Claude, or ChatGPT | AI features attached to specific screens |
| Openness | Open platform: 21 integrations including Encompass, Arive, LendingPad, Follow Up Boss, HubSpot, Salesforce and GoHighLevel, plus an MCP server so Lia works inside Claude or ChatGPT | Closed system; you work inside their screens |
| Getting started | Free plan with no credit card, published pricing, no setup fee, no implementation project | Quote or sales call first; setup fees or an implementation partner are common |
When Floify is the better choice
Where Floify is the right tool:
You need a borrower-facing application and document portal today. That is Floify's job, not Leaf360's.
Your LOS already includes a point of sale you are happy with, in which case you may need neither.
You don't have to choose on day one
Leaf360 connects to 21 systems, and Lia works inside Claude and ChatGPT through the Leaf360 MCP server. Start free, connect what you keep, and let the stack shrink at your pace.
Encompass
Arive
LendingPad
Follow Up Boss
GoHighLevel
Salesforce
HubSpot
ZapierFrequently asked questions
No. Floify is a point of sale for the application and documents. Leaf360 is the operating system around it: leads, pipeline, partners, follow-up, wholesale and calling. Teams that use a point of sale keep it and run Leaf360 for everything else.
More comparisons
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Leaf360 vs Jungo
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